Retirement Planning

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Economy outperforming economists
RETIREMENT PLANNING DEC 15, 2011
Economy outperforming economists

Dire predictions off the mark as key indicators continue to surprise; 'missing the underlying strength'

By John Goff
RETIREMENT PLANNING DEC 15, 2011
Atlanta: Wealth management prospects down, but not out

A bit of Southern hospitality mixed with big-city benefits has helped Atlanta remain an ideal place to build a wealth management business, even though it is still recovering from an economic downturn.

By Liz Skinner
Parents hazed as cost of state schools soars
RETIREMENT PLANNING DEC 15, 2011
Parents hazed as cost of state schools soars

Tuition and fees skyrocket as cash-strapped legislatures look to fill budget gaps

By John Goff
California to close adviser-sold 529 plan after failing to find program manager
RETIREMENT PLANNING DEC 15, 2011
California to close adviser-sold 529 plan after failing to find program manager

California is closing its adviser-sold Section 529 college savings plan and folding its $283 million in assets into the state's much larger direct-sold plan, after failing to find a company to manage the adviser-sold plan.

By Liz Skinner
Who loses if second home mortgages are no longer deductible?
RETIREMENT PLANNING DEC 13, 2011
Who loses if second home mortgages are no longer deductible?

The proposed elimination of the mortgage-interest tax deduction for second homes will smack a number of states. Here's a look at how each state will fare -- and the additional amount homeowners could pay Uncle Sam. | <b>Extra</b> <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Avis=CI&amp;Dato=20111025&amp;Kategori=FREE&amp;Lopenr=102509999&amp;Ref=PH>The best-performing housing markets</a>

By Barry Glassman
This state the capital of income inequality
RETIREMENT PLANNING DEC 12, 2011
This state the capital of income inequality

Connecticut has highest per capita income, but plenty of poor folks; solidly middle class now 'solidly hurting'

By John Goff
RETIREMENT PLANNING DEC 11, 2011
Boomers roll the dice, skip meds to make ends meet

Falling investment returns, rising costs of necessities has pre-retirees cutting back on prescriptions, skipping doctors' appointments, study finds

By Bloomberg
Europe will avoid disaster, but only barely: Barclays Wealth CIO
RETIREMENT PLANNING DEC 09, 2011
Europe will avoid disaster, but only barely: Barclays Wealth CIO

Europe will muddle through its financial crisis but is unlikely to craft an enduring solution to calm volatile investment markets.

By Andrew Osterland
Bernanke does muni investors a solid
RETIREMENT PLANNING DEC 08, 2011
Bernanke does muni investors a solid

Fed's low-interest-rate policy making tax-exempt debt very attractive, say portfolio managers; 'renewed confidence'

By Bloomberg
Moody's is positive muni outlook negative
RETIREMENT PLANNING DEC 08, 2011
Moody's is positive muni outlook negative

States, cities face rate cuts as financial pressures mount, credit rater warns; defaults, while rare, could increase

By John Goff
Meredith Whitney was wrong — or was she?
RETIREMENT PLANNING DEC 08, 2011
Meredith Whitney was wrong — or was she?

Timing is everything, and the high-profile analyst blew hers with that celebrated muni meltdown prediction for 2011; she still may end up being right, though

By Evan Cooper
Munis shine as Whitney's bombshell turns out to be a dud
RETIREMENT PLANNING DEC 08, 2011
Munis shine as Whitney's bombshell turns out to be a dud

Dire prediction by high-profile analyst fails to pan out; tax-exempt debt sees 10.5% gain this year

By John Goff
Pujols skips big tax savings in Miami by going West
RETIREMENT PLANNING DEC 08, 2011
Pujols skips big tax savings in Miami by going West

Albert Pujols may have made a smart decision signing with the L.A. Angels instead of the Florida Marlins or sticking with the St. Louis Cardinals. His tax attorney may have a different view on the subject, however.

By Mark Schoeff Jr.
RETIREMENT PLANNING DEC 08, 2011
No pall over munis

This was supposed to be the year the muni market went to hell in a handbasket. But with yields now matching -- and even surpassing comparable Treasuries -- tax-exempt bonds are suddenly very hot. | <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20111208&amp;Category=FREE&amp;ArtNo=120809999&amp;Ref=PH&amp;Params=Itemnr=PH>The ten muni funds investors flocked to in 2011 &amp;raquo;</a>

By John Goff
RETIREMENT PLANNING DEC 08, 2011
The 10 most popular muni funds in 2011

By John Goff
American Airline's bankruptcy leaves muni bond investors holding the bag
RETIREMENT PLANNING DEC 08, 2011
American Airline's bankruptcy leaves muni bond investors holding the bag

Unsecured debt for company maintenance facility now trading at 16 cents on the dollar

By John Goff
Debate subtly shifting from whether to raise taxes — to how much
RETIREMENT PLANNING DEC 06, 2011
Debate subtly shifting from whether to raise taxes — to how much

Republican lawmakers coming over to the idea that Uncle Sam must raise more revenue to make real impact on deficit; Grover Norquist not thrilled

By John Goff
RETIREMENT PLANNING DEC 06, 2011
Skimpier living benefits could kill interest in VAs, advisers warn

Financial advisers are calling on insurers to enhance their suite of variable annuities, saying that clients are turned off by falling accrual rates on living benefits and insufficient investment choices

By Darla Mercado
RETIREMENT PLANNING DEC 05, 2011
Democrats eye 3.25% millionaire surtax

U.S. Senate Democrats are proposing to use a 3.25 percent surtax on income over $1 million to pay for extending and expanding a payroll tax cut, setting up a test vote as early as this week.

By Doug Cubberley
Borzi vows to keep IRAs in Labor's revamped fiduciary proposal
RETIREMENT PLANNING DEC 05, 2011
Borzi vows to keep IRAs in Labor's revamped fiduciary proposal

A fervent outcry from a wide range of financial industry groups and bipartisan lawmakers helped persuade the Labor Department to withdraw a proposed rule that would expand the definition of fiduciary for advisers to retirement plans.

By Mark Schoeff Jr.